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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.790 | 2.790 | 0.000 |
Shares | 48.850 | 48.850 | 0.000 |
Bonds | 48.310 | 48.970 | 0.660 |
Convertible | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.365 | 17.547 |
Price to Book | 2.789 | 2.687 |
Price to Sales | 1.965 | 1.895 |
Price to Cash Flow | 11.718 | 11.021 |
Dividend Yield | 2.801 | 2.309 |
5 Years Earnings Growth | 9.158 | 10.836 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 23.020 | 4.345 |
Technology | 19.080 | 17.430 |
Financial Services | 11.350 | 18.266 |
Healthcare | 11.110 | 10.670 |
Industrials | 8.230 | 12.461 |
Consumer Defensive | 7.910 | 6.972 |
Utilities | 4.890 | 3.863 |
Consumer Cyclical | 4.610 | 9.268 |
Energy | 4.310 | 6.848 |
Communication Services | 4.100 | 6.350 |
Basic Materials | 1.380 | 5.211 |
Number of long holdings: 727
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Low Volatility US Equity ETF (CAD) | - | 7.96 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 4.62 | - | - | |
Us 5yr Note (Cbt) Dec24 Xcbt 20241231 | - | 4.24 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.45 | - | - | |
Broadcom | US11135F1012 | 1.19 | 175.52 | +0.39% | |
Microsoft | US5949181045 | 0.96 | 432.11 | +0.69% | |
Simon Property | US8288061091 | 0.93 | 169.10 | -0.59% | |
Philip Morris | US7181721090 | 0.88 | 121.69 | +0.40% | |
Hartford | US4165151048 | 0.86 | 116.63 | +0.14% | |
American Tower | US03027X1000 | 0.86 | 235.63 | -0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio A | 9.71B | 9.57 | 2.56 | 4.99 | ||
BMO Balanced ETF Portfolio Advisor | 9.71B | 9.60 | 2.57 | 4.99 | ||
BMO Balanced ETF Portfolio F | 9.71B | 10.38 | 3.70 | 6.16 | ||
BMO Balanced ETF Portfolio T6 | 9.71B | 9.57 | 2.56 | 5.00 | ||
BMO Monthly Income A | 6.02B | 8.47 | 2.66 | 5.07 |
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